WIM

Westside Investment Management Portfolio holdings

AUM $625M
1-Year Est. Return 26.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
830
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$455K
3
+$430K
4
ALXN
Alexion Pharmaceuticals
ALXN
+$346K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$263K

Top Sells

1
+$65.5M
2
+$1.47M
3
+$468K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$421K
5
META icon
Meta Platforms (Facebook)
META
+$354K

Sector Composition

1 Technology 12.06%
2 Industrials 11.93%
3 Healthcare 11.54%
4 Consumer Discretionary 5.18%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$20.8K 0.01%
118
377
$20.6K 0.01%
600
378
$20.5K 0.01%
406
379
$20.5K 0.01%
165
380
$20.5K 0.01%
575
381
$20.3K 0.01%
500
382
$20.2K 0.01%
119
383
$20.2K 0.01%
337
+287
384
$20.1K 0.01%
193
+87
385
$20.1K 0.01%
186
+86
386
$20K 0.01%
725
+225
387
$19.9K 0.01%
151
388
$19.7K 0.01%
+591
389
$19.6K 0.01%
119
390
$19.6K 0.01%
250
391
$19.6K 0.01%
332
392
$19.5K 0.01%
219
393
$19.2K 0.01%
210
+110
394
$18.9K 0.01%
300
395
$18.9K 0.01%
300
396
$18.7K 0.01%
+679
397
$18.7K 0.01%
133
398
$18.6K 0.01%
238
+35
399
$18.5K 0.01%
333
400
$18.3K 0.01%
520
+232
14 15
16
17 18